See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4 years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $100,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,288 | $79,519+104.1% | $95,952+69.1% | $73,409+121.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 16.23% | 19.20%-3.0pp | 91.61%-75.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,465 | $2,048+20.4% | $2,541-3.0% | $2,234+10.3% |
| Participant deferral / active EE | $5,437 | $4,138+31.4% | $4,167+30.5% | $3,805+42.9% |
| Admin fee / account holder | $155 | $184-15.6% | $6,795-97.7% | $158-1.5% |